The Role
You will own the financial performance of the PSS business unit and serve as the primary finance partner to senior operational leaders.
This is a build-and-scale opportunity-you'll not only manage forecasting and reporting, but also improve processes, enhance visibility, and help shape how the business makes decisions.
- This role is intentionally hands-on, but with significant strategic influence and growth potential.
- This is not a purely managerial role-this leader is expected to personally own the financials and deliver the core analyses that drive the business.
What You'll DoOwn the Business Financials- Lead end-to-end financial oversight for PSS (Hub & Copay)
- Translate operational drivers into revenue, cost, and margin outcomes
- Provide clear insights on performance, risks, and opportunities
- Maintain direct ownership of the business unit income statement and underlying drivers (volume, pricing, cost structure)
Drive Forecasting & Performance- Personally build and update forecast models, including key client-level assumptions and roll-ups
- Lead monthly Budget vs. Actual (BvA) analysis, including root cause investigation and clear articulation of drivers
- Improve forecast accuracy and transparency across the business
Influence Decisions & Improve Margins- Regularly review and explain margin performance at both aggregate and program/client levels
- Identify and drive opportunities to improve financial performance
- Partner with leadership on pricing, volume, and cost decisions
- Build and support business cases to support investment initiatives proposed by the BU
Build & Scale the FP&A Function- Establish structure and priorities for a growing FP&A team
- Directly manage an existing contractor supporting reporting and forecasting; an FP&A Analyst will be added after this role is onboarded
- Initially operate in a lean environment with limited leverage, requiring direct execution of core deliverables
- Improve reporting, reduce manual work, and drive automation by partnering with FP&A team to build out future FP&A tools (planning tools, AI, etc.)
Be a True Business Partner- Work directly with Directors and VPs to support decision-making
- Translate complex financial data into clear, actionable insights
- Build strong credibility and influence across the organization
- Serve as the primary source of truth for financial performance, with the ability to confidently explain results and assumptions in detail
What You'll Bring- 10+ years of experience in FP&A, corporate finance, or similar
- Proven ownership of financials for a complex business unit
- Strong modeling, forecasting, and analytical skills (both standard and ad-hoc analysis)
- Ability to operate both strategically and in the details
- Experience building or managing small, high-impact teams
- Strong communication and business partnership skills
- Demonstrated willingness and ability to remain hands-on in a leadership role
- Prior experience implementing FP&A tools or AI solutions (nice to have)
What Success Looks Like (First 6-12 Months)- Deep ownership and understanding of PSS financial performance
- Improved forecast accuracy and clarity into key drivers
- Strong partnership with business leaders (trusted advisor)
- Enhanced reporting and visibility into margins and profitability
- Scalable FP&A processes with reduced manual effort
- Clear, consistent ownership of BvA, forecasting, and margin explanations
Why This Role is Compelling- High visibility - direct partnership with senior leadership
- Meaningful impact - influence revenue, cost, and margin decisions
- Growth opportunity - build and scale a critical finance function
- PE-backed environment - fast-paced, results-driven, high accountability
- Mission-driven work - improving access to life-changing therapies
Physical Demands & Work Environment- While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit for long periods of time, use hands to type, handle or feel; and reach with hands and arms. Prefer candidates who can type at least 35 words per minute with 97% accuracy.
- Although very minimal, flexibility to travel as needed is preferred.
- This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, etc.
Why Work for Valeris?We're committed to supporting the well-being and success of our team members. As part of our organization, full-time employees can expect:
- Medical, dental, and vision plans, including HSA- and FSA-eligible options, with Valeris contributing toward premium costs
- Additional health support, including telehealth and Employee Assistance Program (EAP) services
- Company match on Health Savings Account contributions
- Free Basic Life and AD&D coverage equal to your annual earnings, with a minimum of $50,000 and a maximum of $300,000
- Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability
- 401(k) Retirement Savings Plan with 100% match on the first 5% you contribute, with immediate vesting
- Paid Time Off (PTO) and Sick Leave to support work-life balance
- Team members receive nine paid holidays plus two floating holidays
- Opportunities for advancement in a company that supports personal and professional growth
- A challenging, stimulating work environment that encourages new ideas
- Work for a company that values diversity and makes deliberate efforts to create an inclusive workplace
- A mission-driven, inclusive culture where your work makes a meaningful impact
Any offer of employment is contingent upon the successful completion of a background check and, depending on the position, a drug screen in accordance with company standards. Please note that this job description is not intended to be an exhaustive list of all duties, responsibilities, or activities associated with the position. Responsibilities and tasks may be modified at any time, with or without notice.
